Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
+5.22%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$34.5B
AUM Growth
+$34.5B
(+7.7%)
Cap. Flow
+$797M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
60.58%
Holding
269
New
1
Increased
89
Reduced
94
Closed
66
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$359M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$329M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$41.2M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$40.8M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$29M |
Sector Composition
| 1 | Healthcare | 0.06% |
| 2 | Technology | 0.06% |
| 3 | Consumer Discretionary | 0.03% |
| 4 | Real Estate | 0.02% |
| 5 | Energy | 0.02% |
